American Homes 4 Rent
424 hedge funds and large institutions have $12B invested in American Homes 4 Rent in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 163 increasing their positions, 142 reducing their positions, and 61 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 142
3% more capital invested
Capital invested by funds: $11.6B → $12B (+$383M)
2% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 61
0% more funds holding
Funds holding: 424 → 424 (0)
0.19% less ownership
Funds ownership: 89.41% → 89.22% (-0.19%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
46% less call options, than puts
Call options by funds: $1.62M | Put options by funds: $3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$516M |
| 2 |
State Street
Boston,
Massachusetts
|
+$80.3M |
| 3 |
JP Morgan Chase
New York
|
+$60.1M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$46.8M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$166M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$80.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$75.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$66.2M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$54.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
476
Point72 Hong Kong
Hong Kong
| – | -$100K | -2,787 | Closed |
|
477
Simplex Trading
Chicago,
Illinois
| – | -$8.82K | -247 | Closed |
|
|
AT
478
Arlington Trust
Birmingham,
Alabama
| – | -$3.78K | -105 | Closed |
|
|
GWS
479
Glassman Wealth Services
Vienna,
Virginia
| – | -$3.74K | -104 | Closed |
|
|
PVH
480
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$4K | -104 | Closed |
|
|
EC
481
EdgeRock Capital
Denver,
Colorado
| – | -$2.34K | -66 | Closed |
|
|
FWM
482
Focused Wealth Management
Newburgh,
New York
| – | -$1.35K | -38 | Closed |
|
|
NMG
483
New Millennium Group
Sandy,
Utah
| – | -$1.08K | -30 | Closed |
|
|
ASN
484
Advisory Services Network
Atlanta,
Georgia
| – | -$719 | -20 | Closed |
|
|
FGAM
485
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$65 | -1 | Closed |
|
AMH Hedge Fund Activity: Q1 2024 in Review
424 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2024, worth a combined $12B — up 3.3% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AMH positions and 61 closed out — a net gain of 1 holder — while 163 added to existing stakes and 142 trimmed.
The largest buyer was BlackRock, adding an estimated $516M. The largest seller was Morgan Stanley, cutting an estimated $166M.
- 424 institutional investors held American Homes 4 Rent (AMH) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $12B of American Homes 4 Rent stock for Q1 2024, up 3.3% quarter-over-quarter.
- 62 funds opened new American Homes 4 Rent positions in Q1 2024 and 61 closed out, a net change of +1 holder.
- The largest American Homes 4 Rent buyer in Q1 2024 was BlackRock, an estimated $516M added.
- The largest American Homes 4 Rent seller in Q1 2024 was Morgan Stanley, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2024.